sap project management
TRANSCRIPT
SAP R/3 4.70SAP CRM 4.0
July 2004
English
D57 - Project Management and Project Resource Planning (cProjects)
SAP AGNeurottstr. 16
Building Block Configuration Guide
69190 WalldorfGermany
SAP Best PracticesD57 - Project Management and Project Resource Planning (cProjects): Configuration Guide
Copyright
© Copyright 2004 SAP AG. All rights reserved.
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SAP Best PracticesD57 - Project Management and Project Resource Planning (cProjects): Configuration Guide
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Cross-references to other documentation.
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SAP Best PracticesD57 - Project Management and Project Resource Planning (cProjects): Configuration Guide
ContentsProject Management and Project Resource Planning (cProjects): Configuration Guide.................5
1 Purpose................................................................................................................................... 5
2 Preparation.............................................................................................................................. 5
2.1 Prerequisites..................................................................................................................5
3 Configuration........................................................................................................................... 6
3.1 Maintaining Settings in R/3 for replication of projects....................................................6
3.1.1 Maintain Callback Parameter (manual).....................................................................6
3.2 Maintaining Settings in CRM for replication of projects.................................................6
3.2.1 Activate cProject-Specific Services (manual)............................................................6
3.2.2 Generate cProjects (manual).....................................................................................7
3.2.3 Define General Interface Settings.............................................................................8
3.2.4 Define Time units......................................................................................................8
3.2.5 Define Initial Views for cProjects...............................................................................9
3.2.6 Define Object Types for Object Links........................................................................9
3.2.7 Define Time Specification Types.............................................................................10
3.2.8 Define Time Specification Types for Transfer from GW to WFM Core....................11
3.2.9 Assign RFC Destination to CRM Middleware..........................................................11
3.2.10 Register Inbound Queues for WFM Groupware Integration (manual).....................12
3.2.11 Specify Number Range for Categories for WFM Groupware Objects (manual)......12
3.2.12 Check Settings for Data Flow Between Groupware and WFM Core (manual)........13
3.2.13 Transport Transfer Customizing to Groupware Server (manual).............................13
3.2.14 Detail data for the business partner (manual)..........................................................14
3.2.15 Assign email address to Business Partner (manual)...............................................14
3.2.16 Check BSP Application cProjects............................................................................15
3.2.17 Create Template for cProjects (D50/D51)...............................................................15
4 Tips and Tricks...................................................................................................................... 17
4.1 Change SMARTFORMS (manual)..............................................................................17
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SAP Best PracticesD57 - Project Management and Project Resource Planning (cProjects): Configuration Guide
Project Management and Project Resource Planning (cProjects): Configuration Guide
1 PurposeThis configuration guide provides the information you need to set up the configuration of this building block manually.
If you do not want to configure manually and prefer an automated installation process using BC Sets and other tools, refer to the installation guide of this building block.
2 Preparation
2.1 PrerequisitesBefore using this building block, you also need to install the following building blocks:
Building Block Description
Layer 0 All layer 0 building blocks
J17 Controlling Profitability Analysis
J20 Cost Object Controlling – Make-to-Order SP
J14 Human Capital Management
J09 Travel Management
J24 SD/MM Services
J12 Project System
D62 Connectivity for Professional Services
D64 Basic Settings for Professional Services
D60 Engagement Management with Intercompany Resource Sharing (optional)
D61 Engagement Management with PS-Project (optional)
D59 HR Integration to Project Resource Planning
D63 Replication for Professional Services
If you want to use this building block, install the following SAP Notes in your SAP CRM System:
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SAP Note Description Component
718732 WFM-Core: Data inconsistency is determined PLM-CPR-RES
3 Configuration
3.1 Maintaining Settings in R/3 for replication of projects
3.1.1 Maintain Callback Parameter (manual)
UseYou are in the SAP R/3 system and take the following steps.
Procedure1. To carry out the activity, choose one of the following navigation options:
SAP R/3 Maintain Callback Parameter
Transaction Code SM30
2. In the Table/View field, enter the value CRMRFCPAR and choose Maintain.
3. Enter CRM for User and CPROJECTS under Object name and choose the RFC destination of the SAP CRM system.
4. Select download type All load types. Choose Detail, enter an Information text and select the InQueue flag.
Result
3.2 Maintaining Settings in CRM for replication of projects
3.2.1 Activate cProject-Specific Services (manual)
UseTo call the BSP application cProjects, the following HTTP services must be activated in the HTTP service tree. The complete path from the service to the root of the tree (default_host) must be active. If you upgrade or implement a Support Package, it can happen that the services are deactivated. Therefore check whether the services are still active after you upgrade or implement a Support Package. The activation is cross client.
Procedure
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SAP Best PracticesD57 - Project Management and Project Resource Planning (cProjects): Configuration Guide
1. Access the activity using one of the following navigation options:
Transaction Code CRM SICF
IMG Menu SAP menu Architecture and Technology System Administration --> Administration --> Network --> HTTP Service Hierarchy Maintenance
2. To activate a service, open the relevant path and either choose Service/Virt. Host --> Activate in the main menu, or choose Activate Service in the context menu.
The following Services you have to activate:
./default_host/sap/bc/bsp/sap/cfx_rfc_ui
./default_host/sap/bc/bsp/sap/cproject.
./default_host/sap/bc/bsp/sap/cprojects_files
./default_host/sap/bc/bsp/sap/edms_files
./default_host/sap/bc/bsp/sap/edms_plugin
./default_host/sap/bc/bsp/sap/olr3_url_req
./default_host/sap/bc/bsp/sap/public/bc
./default_host/sap/bc/bsp/sap/plm_help
./default_host/sap/bc/bsp/sap/plm_shlp
./default_host/sap/bc/bsp/sap/prp
./default_host/sap/bc/bsp/sap/system
./default_host/sap/public/bsp/sap/system
./default_host/sap/public/bsp/sap/htmlb
3.2.2 Generate cProjects (manual)
UseEvery time you call up the individual Business Server Pages (BSPs) from which cProjects are composed for the first time, you may experience waiting times as the individual BSPs are generated at the runtime. To avoid this, we recommend that in the following cases, you generate each page once, centrally:
- After initial installation
- After importing Support Packages
- If you have added customer fields to cProjects tables
Procedure1. Access the activity using one of the following navigation options:
Transaction Code CRM SGEN
2. Select Generate BSP Applications and choose Continue.
3. Select CPROJECTS and choose Continue.
4. Confirm the standard selection of Server.
5. Choose Start Job Directly to start the current generation straight away, or Plan Job For to run the generation later on.
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For further information, see Info.
3.2.3 Define General Interface Settings
Use Select Customer Setting under Soft.Comp (software component).
Enter the URLs you want to display in the header in the right screen area when you access cProjects.
If you want end users to be able to define in the user settings which URL they see on the initial screen, set the User-Defined URL indicator.
Procedure1. Access the activity using one of the following navigation options:
Transaction Code CRM SPRO
IMG Menu CRM SAP Implementation Guide Collaboration Projects Basic Settings Define General Interface Settings
2. On the Change View “General Interface Settings”: Overview screen, select New Entries and make Entries like the following table.
Soft. Comp Customer Settings
URL Header Row blank
URL Info Page http://www.sap.com/plm
User-Def. URL select
Allow Applet select
3.2.4 Define Time units
UseIn this activity, you select the time units that can be used in cProjects.
Procedure1. Access the activity using one of the following navigation options:
Transaction Code CRM SPRO
IMG Menu CRM SAP Implementation Guide Collaboration Projects Basic Settings Define Time Units
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SAP Best PracticesD57 - Project Management and Project Resource Planning (cProjects): Configuration Guide
2. Select New Entries and make Entries like the following table.
Time Unit Unit of Time Text
H Hour
3.2.5 Define Initial Views for cProjects
UseIn this IMG activity you assign initial views to a role. Each user assigned to the role sees these views after accessing cProjects.
Procedure1. Access the activity using one of the following navigation options:
Transaction Code CRM SPRO
IMG Menu CRM SAP Implementation Guide Collaboration Projects Basic Settings Define Initial Views for cProjects
2. Set flags on the Change View “Views When Accessing cProjects”: Overview Screen like the following table
Role Projects Tasks Check-list Items
Apprvls Evalu-ations
User Groups
Templts Res. Mgmt
SAP_CPR_DECISION_MAKER x x x
SAP_CPR_INTERESTED x x
SAP_CPR_MEMBER x x x x
SAP_CPR_PROJECT_LEAD x x x x x
SAP_CPR_RESOURCE_MANAGER x x
SAP_CPR_TEMPLATE_RESPONSIBLE x x
3.2.6 Define Object Types for Object Links
UseIn this IMG activity you activate the object types for which you want to create object links in your project.
Procedure
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SAP Best PracticesD57 - Project Management and Project Resource Planning (cProjects): Configuration Guide
1. Access the activity using one of the following navigation options:
Transaction Code CRM SPRO
IMG Menu CRM SAP Implementation Guide Collaboration Projects Structure Define Object Types for Object Links
2. Select Object Type 0CPROJECTS and press Button Details. Enter a Webserver into the Object Types for Object Links Web Server. All other settings should be default.
3.2.7 Define Time Specification Types
UseThe time description of a resource consists of individual time specifications. Each time specification can be of a particular type, such as "WORK" for working time, "ILL" for illness, and so on. You can assign each time specification type the attribute "Available" or "Not available" and a priority. The time availability of a resource is calculated from the total of all time specifications (for example, Mo nday through Thursday, 8 a.m. to 6 p.m., Friday 8 a.m. to 2 p.m.).
PrerequisitesThis step is not necessary if Building Block D59 is installed.
Procedure1. Access the activity using one of the following navigation options:
Transaction Code CRM SPRO
IMG Menu CRM SAP Implementation Guide Collaboration Projects Resource Management Workforce Management Core Business Settings for WFM Core Define Time Specification Types
2. Enter data like following table.
Time Type Available Def.Prio. Description Text
1 Available Default Default
ABSENCE 0 Not Available 20 Absence
ILL 0 Not Available 99 Ill
TRAINING 0 Not Available 10 Training
VACATION 0 Not Available 90 Vacation
WORK 1 Available 90 Work
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SAP Best PracticesD57 - Project Management and Project Resource Planning (cProjects): Configuration Guide
3.2.8 Define Time Specification Types for Transfer from GW to WFM Core
Use In this activity, you define which groupware appointments you want to be taken into account and which WFM time specification types you want to use to represent them.
Procedure 1. Access the activity using one of the following navigation options:
Transaction Code CRM SPRO
IMG Menu SAP IMG --> Collaboration Projects --> Resource Management --> Workforce Management Core --> WFM Groupware Integration --> Define Time Specification Types for Transfer from GW to WFM Core
2. Enter data like following table.
Category of a GW Object
Classification ApptStatus Type of Time Specification
* 2 Private 2 Busy ABSENCE
CONFIDENT 3 Confidential * Undefined ABSENCE
GW_ILL 1 Public * Undefined ABSENCE
GW_XXX 1 Public 2 Busy ILL
GW_XXX 2 Private 2 Busy VACATION
GW_ZZZ 2 Private 2 Busy VACATION
WFM* 0 Free WORK
wfm* 2 Busy WORK
3.2.9 Assign RFC Destination to CRM Middleware
Use In this IMG activity, you specify the RFC destination for the CRM system in which the CRM middleware creates the connection to the groupware server.
Procedure 1. Access the activity using one of the following navigation options:
Transaction Code CRM SPRO
IMG Menu SAP IMG --> Collaboration Projects --> Resource Management --> Workforce Management Core --> WFM Groupware Integration --> Assign RFC Destination to CRM Middleware
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2. Enter data like following table.
Partner RFC Destination
WIS GW Integration Service NONE
3.2.10 Register Inbound Queues for WFM Groupware Integration (manual)
Use For messages that are sent between the WFM Core system and the CRM middleware system to be processed without errors, you have to register and activate inbound queues.
Procedure 1. Access the activity using one of the following navigation options:
Transaction Code CRM SPRO
IMG Menu SAP IMG --> Collaboration Projects --> Resource Management --> Workforce Management Core --> WFM Groupware Integration --> Register Inbound Queues for WFM Groupware Integration
2. Set flag Register and press Execute (F8)
Result Status mesage “Inboundqueues for WFM groupware integration registered” is displayed.
3.2.11 Specify Number Range for Categories for WFM Groupware Objects (manual)
Use In this IMG activity, you define a number range for categories for groupware objects in Workforce Management.
Procedure 1. Access the activity using one of the following navigation options:
Transaction Code CRM SPRO
IMG Menu SAP IMG --> Collaboration Projects --> Resource Management --> Workforce Management Core --> WFM Groupware Integration --> Specify Number Range for Categories for WFM Groupware Objects
2. Enter Change Intervalls
3. Enter a new intervall number and an intervall from – to.
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4. Save your entries.
3.2.12 Check Settings for Data Flow Between Groupware and WFM Core (manual)
Use In this activity, you can check the settings predefined by the WFM application for the data from from the groupware to WFM Core.
Procedure 1. Access the activity using one of the following navigation options:
Transaction Code CRM SPRO
IMG Menu SAP IMG --> Collaboration Projects --> Resource Management --> Workforce Management Core --> WFM Groupware Integration --> Check Settings for Data Flow Between Groupware and WFM Core
2. Confirm the following popups. The following entries shoult be displayed.
Application Cat Response
CRMSV Does Not Take Part
PRP XXX Takes Part
Do not change this table!
3.2.13 Transport Transfer Customizing to Groupware Server (manual)
Use In this activity, you transfer the Customizing data for groupware integration that you specified in the Define Time Specification Types for Transfer from GW to WFM Core activity to the groupware.
Procedure Access the activity using one of the following navigation options:
Transaction Code CRM SPRO
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SAP Best PracticesD57 - Project Management and Project Resource Planning (cProjects): Configuration Guide
IMG Menu SAP IMG --> Collaboration Projects --> Resource Management --> Workforce Management Core --> WFM Groupware Integration --> Transport Transfer Customizing to Groupware Server
Result Status message “The Data was placed in inbound queue of the XXXCLNTXXX system” is displayed.
3.2.14 Detail data for the business partner (manual)
Use When you call the detail data for the business partner, the termination of the transaction occurs with an exception of TYPE CX_SY_DYN_CALL_ILLEGAL_METHOD.
See OSS-Note 621985
Procedure 1. Access the activity using one of the following navigation options:
Transaction Code CRM SE16
IMG Menu CRM SAP menu --> Architecture and Technology --> ABAP Workbench --> Overview --> Application Hierarchy --> Data Browser
2. Enter Table name PRP_BUPA_DETAIL an press button Table Contents
3. At the following screen enter PRP_RATE in the field FIELD_KEY.
4. Press Ececute (F8)
5. Select the displayed line in table PRP_BUPA_DETAIL, press button Change (F6). Then enter value 'GET_RESOURCE_RATE' for this entry in field 'METHOD'.
6. Save your entries.
3.2.15 Assign email address to Business Partner (manual)
UseYou can send E-mails to the assigned resources from the person and task assignment functions.
Procedure
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1. Access the activity using one of the following navigation options:
Transaction Code CRM BP
IMG Menu SAP menu Master Data Business Partners --> BP - Maintain Business Partnerl
2. Press button Open BP
3. Enter a BP number in the following pop-up menu
4. If the Display Person: XX –Screen is provided, press button Switch Between Display and Change (F6)
5. Select the Adress tab and enter the E-Mail adress in the field on the Communication screen area.
6. Save your entries.
3.2.16 Check BSP Application cProjects
UseYou can use transaction SE80 to test the Business Server Page (BSP) application cProjects and to determination the URL belonging to it.
Procedure1. Access the activity using one of the following navigation options:
Transaction Code CRM SE80
IMG Menu CRM SAP Menu Architecture and Technology ABAP Workbench Overview Object Navigator
2. Choose “BSP Application” and enter CPROJECTS in the field below.
3. Expand the folder “Controller” and select the entree “root.do” with Enter.
On the “Web Application Builder: Display Controller of CPROJECTS” screen press F8 to check and start the Application.
ResultcProjects starts in a HTML-Browser window.
3.2.17 Create Template for cProjects (D50/D51)
UseIn this step a project template for cProjects is created. When processing the BPP, projects can then be created with reference to this template, which makes creating a project much easier.
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SAP Best PracticesD57 - Project Management and Project Resource Planning (cProjects): Configuration Guide
You need one project template for scenario D50 and one project template for scenario D51. Dependent on which scenario you plan to install, use the appropriate entry for the fields Project Number and Description as described below in steps 4. and 6. So, if you plan to install both scenario D50 and D51, you have to process this activity two times.
Procedure1. Log on to cProjects as described in
2. From the cProjects Menu bar choose Templates.
3. Choose tab Create.
4. Enter project number SP: Template_IO for the D50 template or SP: Template_PS for the D51 template and choose No Template in the drop-down menu.
5. Press Continue.
6. On the following screen enter SP: Service Project IO for the D50 template or SP: Service Project PS for the D51 template as description, select the project type Consulting Project PS and select a calendar from the drop-down list.
7. Select the Resource tab.
8. Choose Create Role.
9. Choose a project role and enter a description, a required capacity and a role description as indicated in the table below. Then remove cursor from field Role Description and press enter.
10. Repeat steps 8. and 9. for all remaining data records indicated in table below.
Project Role Description Req. Capacity Role Description
Project Leader Project Lead 80 Overall Responsibility for Project
Senior Consultant Consultant CRM 240 Design, Implementation, Documentation, Test of CRM Part
Senior Consultant Technology Consultant
160 Data Base, Connectivity, Component Integration
Senior Consultant Project Support 120 General Support, Documentation
11. Select the Structure tab. Phase is indicated in the drop-down menu.
12. Choose Create.
13. Enter description, phase type and duration as indicated in first data record of table below and press Enter. Repeat this step for all data records of the table.
Description Phase Type Duration
Project Preparation Phase Type 1 8
Realization Phase Type 1 24
Go Live & Support Phase Type 1 8
14. To create a task under a phase mark a phase, select Task in the drop-down list and press button Create. Then on tab Basic Data provide description, task type and duration and press Enter. On tab Additional Data provide number of hours and press Enter.
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SAP Best PracticesD57 - Project Management and Project Resource Planning (cProjects): Configuration Guide
Phase Task Description Task Type Duration Work
Project Preparation
Project Organization 1 4 25
Project Preparation
Project Planning 1 4 75
Realization Configuration 1 13 265
Realization Testing 1 11 160
Go Live & Support
Go Live & Support 1 8 75
15. Mark a task, select tab Roles and mark the role you wish to assign.
16. Choose Assign Project Role and enter the number of hours required.
17. Perform steps 15. and 16. for all data records indicated in table below.
Task Role Work
Project Organization Project Lead 25
Project Planning Project Lead 25
Configuration Project Lead 15
Testing Project Lead 10
Go Live & Support Project Lead 5
Project Planning Consultant CRM 20
Configuration Consultant CRM 100
Testing Consultant CRM 80
Go Live & Support Consultant CRM 40
Project Planning Technology Consultant 20
Configuration Technology Consultant 80
Testing Technology Consultant 40
Go Live & Support Technology Consultant 20
Project Planning Project Support 10
Configuration Project Support 70
Testing Project Support 30
Go Live & Support Project Support 10
18. Mark top element of project structure (SP: Service Project IO) and select tab Status.
19. In the Change Status drop-down box, choose Released.
20. Press button Save.
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SAP Best PracticesD57 - Project Management and Project Resource Planning (cProjects): Configuration Guide
4 Tips and Tricks
4.1 Change SMARTFORMS (manual)
UseThis step is only required if the preconfigured text in the Groupware Appointment does not appear in English language or you need another text!
Procedure1. Access the activity using one of the following navigation options:
Transaction Code CRM SMARTFORMS
2. Enter form PRP_APPOINTMENT_BODY and press button Change.
3. In the following popup press button Maint. in orig. lang. (original language should be German).
4. At the SAP Form Builder: Change Form PRP_APPOINTMENT_BODY Screen expand all subtrees and select the Text BODY.
5. Press button Txt Editor. At the Change Smart Form texts: BODY... screen goto menu Goto → Change Editor. Copy the whole text with Ctrl-C.
6. Press button Back (F3) two times without saving.
7. Repeat step 2. to 5. in English language and paste the text in step 5 with Ctrl-V.
8. Save the form.
ResultThe Groupware Appointment text is like your own configuration.
Repeat all steps with form PRP_TASK_BODY and PRP_MAILTO_BODY.
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